ETF comparison
VPU vs XLU
Both Utilities.
Vanguard Utilities Index Fund ETF Shares · State Street Utilities Select Sector SPDR ETF
Holdings overlap
31 positions appear in both funds. Buying equal dollars of VPU and XLU would leave roughly 89.3% of each dollar exposed to the same underlying securities.
Unmatched is the part of a fund's weight the other fund doesn't match: names only it holds, plus any extra weight it puts in names both funds hold.
Side by side
Sub-score comparison
Tracking quality isn't part of the composite — see what we don't score for why.
Cost difference
XLU is 1 bps cheaper than VPU. On a $100,000 position that's about $10/yr more in fees for VPU.
Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open the cost calculator pre-filled with VPU vs XLU.
Top shared holdings
31 shared in total| # | Holding | In VPU | In XLU | Overlap |
|---|---|---|---|---|
| 1 | NextEra Energy Inc | 11.75% | 12.89% | 11.75% |
| 2 | Southern Co/The | 6.79% | 7.60% | 6.79% |
| 3 | Duke Energy Corp | 6.39% | 6.95% | 6.39% |
| 4 | Constellation Energy Corp | 5.79% | 5.59% | 5.59% |
| 5 | American Electric Power Co Inc | 4.56% | 5.24% | 4.56% |
| 6 | Dominion Energy Inc | 3.97% | 4.23% | 3.97% |
| 7 | Sempra | 3.65% | 4.27% | 3.65% |
| 8 | Entergy Corp | 3.33% | 3.70% | 3.33% |
| 9 | Xcel Energy Inc | 3.23% | 3.53% | 3.23% |
| 10 | Vistra Corp | 3.18% | 3.54% | 3.18% |
| 11 | Exelon Corp | 3.06% | 3.36% | 3.06% |
| 12 | Consolidated Edison Inc | 2.70% | 2.87% | 2.70% |
Only in VPU
37 total- Talen Energy Corp 0.83%
- Essential Utilities Inc 0.76%
- OGE Energy Corp 0.64%
- UGI Corp 0.56%
- IDACORP Inc 0.52%
- National Fuel Gas Co 0.51%
- Portland General Electric Co 0.39%
- TXNM Energy Inc 0.39%
- Black Hills Corp 0.37%
- Southwest Gas Holdings Inc 0.37%
Only in XLU
0 totalEvery XLU position is also held by VPU.
Related comparisons
More comparisons with VPU
More comparisons with XLU
Percentages are holdings overlap with the named fund.
Open VPU or XLU at a brokerage
Both funds trade commission-free at major US brokerages.
Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodology and funding disclosure.
Holdings overlap is the sum of min(weight_a, weight_b) over positions
matched on ISIN (CUSIP fallback). Methodology: see
/methodology/.
Comparing two funds doesn't endorse swapping one for the other. Tax-lot history, account type, and personal goals matter — PlainIndex publishes data and methodology, not investment advice.